- Responsible for servicing a book of business, ensuring client satisfaction and retention.
- Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
- Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
- Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
- Create professional and accurate insurance proposals for presentation to clients.
- Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
- Continuously identify cross-sell opportunities within existing client accounts.
- Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
- Monitor and manage the renewal process for assigned clients.
- Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
- Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
- Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
- Coordinate relationship management meetings with assigned clients.
- Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
- Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
- Serve as a mentor to team members, offering guidance and support in their professional growth.
- Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
- Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
- Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
- Holds an active Property and Casualty (P&C) Insurance License.
- Required Agency Management System Experience: AMS360
- 5+ years of relevant insurance industry experience required.
- Previous commercial lines account management experience.
- Holds at least one professional designation or has comparable job experience.
- Above average computer skills with the capacity to master essential software programs.
- Experience working with commercial lines middle market accounts.
- Construction or Contractor experience is required.
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $90k-$100k (based on experience).
- Paid time off and company holidays.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.
- Hybrid work schedule available.
Sr. Commercial Lines Account Manager - Corona, United States - The Jonus Group
Description
Job Description
Sr. Commercial Lines Account Manager
Job Summary
Are you looking for an engaging and rewarding opportunity within the insurance industry? If so, a large regional broker is seeking a Sr. Commercial Lines Account Manager to join their team. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.
Responsibilities
Qualifications/Requirements
Compensation Package
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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